Conte and Wise Wealth Advisory Group of Janney Montgomery Scott LLC

11/03/2026

Looking for a more flexible approach to charitable giving? Donor-advised funds can help align your philanthropic goals with your broader financial planning strategy. Read the article to learn more about how donor-advised funds work and their potential benefits.

When you contribute to a DAF, you receive an immediate tax deduction in the year the gift is made. At the same time, you retain the ability to recommend grants to charities over time—whether immediately or years later. This flexibility can be especially valuable when financial decisions and charit...

10/31/2026

Enjoy the thrills, chills, and all the sweet moments that make Halloween special. Have a spook-tacular day!

10/29/2026

What trends are shaping the retirement plan experience?

In our latest PlanWise webinar, Jim Dowling, Vice President at Fidelity Investments, explores evolving participant behaviors, shifting plan sponsor priorities, and what these trends may mean for participant engagement and plan success.

Missed the live discussion? Click the link to watch the recording.

Webex by Cisco is an AI-powered secure enterprise collaboration platform.

10/27/2026

In an article published in Kiplinger, Janney's Head of Wealth Planning shares four strategies to consider when planning your year-end charitable giving.

From direct giving and donor-advised funds to charitable trusts and foundations, the article explores ways to maximize the impact of your giving while making the most of available tax benefits.

Read the full article to learn more:

If you're thinking ahead to your year-end giving, here are four ways to maximize the impact of your donations while making full use of available tax incentives.

10/22/2026

An inheritance is about more than what you leave behind. Helping the next generation understand the values, responsibilities, and decisions that come with family wealth can be an important part of preparing them for the future.

Explore ways to approach the inheritance conversation with your children: https://bit.ly/4shVX3T

10/19/2026

A meaningful legacy starts with a plan built around you. A personalized financial strategy can bring greater clarity to your decisions and your future. Reach out today if you’d like to talk about building a financial strategy aligned with your goals, priorities, and long-term vision: https://bit.ly/4ysDq6k

Together, we can .

10/17/2026

Life doesn’t always go according to plan. Considering the “what ifs” can help you understand how unexpected changes may affect your finances and prepare for different possibilities. Explore how scenario planning can help you build greater flexibility into your financial plan.

You can’t predict every turn life may take, but you can consider how certain events could affect your finances, your family, and the goals that matter to you. Thinking through these “what ifs” in advance can help you identify potential gaps and make more informed decisions before circumstances...

10/16/2026

Embrace the flavors of the season with this homemade apple c***r recipe, perfect for fall gatherings.

This apple c***r recipe is simple to make at home by slow-cooking apples, sugar, cinnamon, and allspice on the stovetop until soft, then straining.

10/14/2026

Our Investment Strategy Group's latest Investment Perspectives shares insights on Japanese equities, the current rate-hike cycle, and what October’s history could mean for markets today.

Read the October report here: https://bit.ly/4A###5c

10/08/2026

AI is making common scams more convincing. From voice cloning to polished phishing messages, knowing the warning signs can help you pause and verify before taking action.

Learn how to identify AI-enabled scams and help safeguard your information: https://bit.ly/47Jkjde